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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
11161 Overbrook Road Suite 225, Leawood, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Overland Park | KS | 06/2009 | Present |
2. SHOW-BIZ STABLES-OWNER 3.COZI RANCH LLC; NOT-INVESTMENT RELATED; LEAWOOD/KS; BUYING/SELLING/TRAINING HORSES; TITLE: PARTNER; START DATE: 4/2010; DURING BUSINESS HOURS - 1; AFTER BUSINESS HOURS - 3. 4. Cozi II LLC ; Investment Related ; Stilwell, KS ; horse leasing,horse boarding ; Co-Owner ; Apr 2018 ;During business hours: 0 , After business hours: 20 ; own,manage business *648859- House of Husband LLC; Investment related: No; harrisonville, Missouri; Recreation, making movie; actor/bit part(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 7; After business hours: 0; playing "Larry the Landlord"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-01 |
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